LWM
SKIS

Lyell Wealth Management’s Peak Resorts, Inc. SKIS Stock Holding History

Lyell Wealth Management’s Portfolio SKIS Stock Details SKIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,150
Closed -$61K – 124
2018
Q2 		$61K Buy
+12,150
New +$59.5K 0.02% 110

Other funds holding SKIS

SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Lyell Wealth Management's SKIS Position: Q3 2018 in Review

Lyell Wealth Management sold out of Peak Resorts, Inc. (SKIS) in Q3 2018, closing a stake of 12,150 shares — an estimated $61K sold.

Lyell Wealth Management first reported a position in SKIS in Q2 2018 and held it in 1 quarter. The position peaked at $61K in Q2 2018. 31 funds tracked by Wall St. Rank hold SKIS as of Q3 2018.

  • Lyell Wealth Management reported no remaining Peak Resorts, Inc. position as of Q3 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 12,150 Peak Resorts, Inc. shares in Q3 2018, an estimated $61K.
  • Lyell Wealth Management first reported a position in Peak Resorts, Inc. in Q2 2018 and held it in 1 quarter.
  • Lyell Wealth Management's Peak Resorts, Inc. position peaked at $61K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held Peak Resorts, Inc. as of Q3 2018.

Based on Lyell Wealth Management's 13F filing for Q3 2018, filed 30 Oct 2018.